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iShares 5-10 Year Investment Grade Corporate Bond ETF

621 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 267 increasing their positions, 163 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+40
Holders Change %
+6.88%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.69%
New
91
Increased
267
Reduced
163
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
NWMP
576
Noble Wealth Management PBC
Colorado
$20.6K +$20.6K +400 New
MIA
577
MeadowBrook Investment Advisors
Michigan
$18.8K +$13.1K +254 +231%
FF
578
Friedenthal Financial
New Jersey
$18.5K
CTA
579
Colonial Trust Advisors
South Carolina
$17K
POIA
580
Pin Oak Investment Advisors
Texas
$16K
MRP
581
Measured Risk Portfolios
California
$15.1K +$15.1K +294 New
FWM
582
FSA Wealth Management
Massachusetts
$13.3K
CAS
583
Coppell Advisory Solutions
Texas
$13K +$9.65K +187 +292%
FFA
584
Founders Financial Alliance
North Carolina
$11.3K
WWM
585
Wagner Wealth Management
South Carolina
$11.3K +$155 +3 +1%
SAM
586
Synergy Asset Management
Washington
$10.9K +$10.9K +203 New
LIS
587
Legacy Investment Solutions
Idaho
$10.7K +$10.7K +206 New
LWMI
588
Legacy Wealth Management (Idaho)
Idaho
$10.7K +$10.7K +206 New
PA
589
PSI Advisors
Florida
$10.6K -$16.3K -317 -61%
BOJHT
590
Bank of Jackson Hole Trust
Wyoming
$9.79K +$9.79K +190 New
KFI
591
Key Financial Inc
Pennsylvania
$9.44K +$9.03K +175 +2,188%
NL
592
NEPC LLC
Massachusetts
$9.22K
CHC
593
City Holding Co
West Virginia
$8.76K
RA
594
Rise Advisors
New York
$8.5K +$103 +2 +1%
AG
595
AmeriFlex Group
Nevada
$7.88K +$7.88K +152 New
SWM
596
Sugarloaf Wealth Management
Georgia
$7.83K +$103 +2 +1%
TAM
597
Tucker Asset Management
Colorado
$7.73K +$4.38K +85 +131%
CTWM
598
Cherry Tree Wealth Management
Minnesota
$7.32K +$7.32K +142 New
VCM
599
Viewpoint Capital Management
Washington
$7.31K
MLA
600
MB, Levis & Associates
Pennsylvania
$6.8K